News & Events
May 1, 2012
Co-Speaker, "ERISA Pension Plans: Due Diligence for Hedge Funds and Private Equity Funds: Avoiding the Pitfalls of Alternative Investments for Institutional Investors and Fund Managers," Strafford Publications, Inc.
April 10, 2012
Panelist, "Risk Management as it applies to Pension Plans, Fiduciaries and the Current Investment Environment," 2012 Pension Bridge Annual
April 3, 2012
Co-Speaker, "Going Beyond the Essential Background Checks: Accessing Crucial Information About the Management Team, Board of Directors, the Economics for the Team and the Succession of the Investment Staff," 4th Annual Due Diligence & On-Going Monitoring of Alternative Investments Summit, Financial Research Associates, LLC
January 24, 2012
Panelist, "Pension Risk Management and Governance: Challenges and Opportunities in a New Era," Hartford CFA Society
November 30, 2011
Wokshop Leader, "Changing Fiduciary Landscape," Mid-Market CFO Forum - Institutional Investor
November 4, 2011
Panelist, "The Bridge to Washington: A Regulatory Policy Update," Women's Alternative Investment Summit
July 25, 2011
Workshop Leader, "If Pension Funds Invest in Hedge Funds, Getting It Right," Program For Advanced Trustee Studies - Harvard Law School
July 18, 2011
Quoted in "HR Focuses on Retirement-Plan Governance" by Marlene Prost - Human Resource Executive Online
July 14, 2011
"Thought Leaders: Prioritizing Risk Management" - The Glass Hammer
June 28, 2011
Workshop Co-Leader, "Risk Management Nuts & Bolts for Pension Trustees," Retirement Security: Decision & Consequence - Florida Public Pension Trustees Association
June 16, 2011
Workshop Co-Leader, "ERISA Fiduciaries Under Attack: Key Litigation and Regulatory Developments" - Strafford Publications
May 31, 2011
Author, "Financial Model Mistakes Can Cost Millions of Dollars" - American Bar Association, Section of Litigation, Expert Witnesses
April 14, 2011
Panelist, "Conflicts in Plan Sponsor and Service Provider Relationships," ERISA Litigation Conference - American Conference Institute
March 30, 2011
Panelist, "Manager Monitoring & Ongoing Due Diligence," Real Estate Investment & Search Consultants Congress: Meet the Gatekeepers - Information Management Network
March 10, 2011
Quoted in "Pension Plan Sponsors Take Freewheeling Fund Companies to Court" by Maureen Duffy - Institutional Investor
January 8, 2011
Quoted in "Stamford among cities reaping windfall from loan program" by Rob Varnon - Connecticut Post
December 8, 2010
Moderator, "Taking Back Control: Changing the Way Pensions Manage Money," The 15th Annual Super Bowl of Indexing - Information Management Network
November 19, 2010
Keynote speaker, "Stable Value Risk Management," What Regulatory Reform, Economic Stimulus and Fiscal Restraint Mean to Your Retirement Security - Stable Value Investment Association
September 9, 2010
Quoted in "Better Pension Plan Governance Needed" by Marlene Prost - HR Executive
July 18, 2010
Workshop Leader, "Pension Fund Risk Management in the Post Meltdown World: What's Been Learned," Program For Advanced Trustee Studies - Harvard Law School
June 3, 2010
Workshop Leader, "Pension Risk Management," Brazilian Association of Pension Funds
June 1, 2010
Expert Testimony About Hard to Value Investing and Hedge Fund and Private Equity Fund Risk Management, International Organization of Pension Supervisors and OECD
April 21, 2010
Panelist, "Coping Mechanisms: ERISA Best Practices, "Risk Management Society
April 2010
Risk Management Q&A - Perspectives Editors Interview With Dr. Susan Mangiero
November 9, 2009
Keynote speaker, "The Financial Crisis And The New Paradigm For Pension Plan Risk Management: How Can We Avoid Being Here Again?" Pension Plan De-Risking Summitt, IQPC Conferences
September 16, 2009
Panelist, "Avoiding Major Trouble: Why Private Equity Firms Must Spend More Time on Ethics," Private Equity Analyst Conference, Dow Jones
September 15, 2009
Keynote speaker, "Navigating the Auditor Hot Zone: Helping Investors Through Volatile Financial Markets," AuditWorld 2009 - MIS Training Institute
July/August 2009
Insights About Pension Risk Management - Journal of Indexes Editors Interview With Dr. Susan Mangiero
January 21, 2009
Speaker, "Pensions at Risk: A Meeting of Fiduciary and Financial Minds," NYSSA Derivatives Committee - New York Society of Security Analysts
January 28, 2008
Speaker, "Case Study: What Can Be Learned From San Diego's Investment in Amaranth Advisors," The 2nd Annual Ohio Forum on Public Retirement - Information Management Netwoork
